See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,373 | $70,428+2.8% | $96,562-25.1% | $85,850-15.7% |
| Participation rate | 43.0% | 61.8%-18.8pp | 69.8%-26.8pp | 69.3%-26.3pp |
| Annual return | 12.29% | 18.59%-6.3pp | 37.78%-25.5pp | 318.53%-306.2pp |
| Employer contribution / active EE | $166 | $1,413-88.2% | $2,356-92.9% | $2,565-93.5% |
| Participant deferral / active EE | $3,512 | $2,894+21.4% | $3,849-8.7% | $3,952-11.1% |
| Admin fee / account holder | $4,589 | $4,997-8.2% | $6,181-25.7% | $6,260-26.7% |